Sunday, January 28, 2018

Tracking Fund Performance 2017

I was reading through Warren Buffett's annual letters. And it inspired me to do something similar. Investing is the way of compounding money. No matter how you compound it. He uses the index to compare his performance year after year as well as compare it to some popular investment funds.

I would like to do the same. Starting today. Every year. I will record the performance of my investing/business against the funds and benchmark.

So without further ado here is the first entry to that.

Fund Performance

Year FMETF Sunlife Pros Eq Fund ALFM Growth Fund MY FUND
2017 26.44% 22.3% 22.11% 26.33%

I will be using FMETF as the benchmark (index) as compared to the original PSEI index. This is because, if I did not beat this benchmark for a couple of years, I will throw in the towel and just buy FMETF.

So the goal is to beat this index. And using other popular funds to demonstrate that it would be very hard to beat the index long term.

Passive Income

Year Passive Income
2017 32,927

I have been investing for so long and I just realized that I should be tracking my performance. Its better late than never I suppose.

No comments:

Post a Comment

The Year End Report Passive Income

The amount of passive income I received this year amounted to: - Stocks & Investments : 413,907 - Passive Business : 144,000 - Renta...